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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,905 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 15 · EIN 43-1451524 | Recordkeeping | $17,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,876 | $76,696-55.8% | $96,515-64.9% | $71,511-52.6% |
| Participation rate | 45.3% | 66.6%-21.2pp | 74.3%-29.0pp | 67.9%-22.6pp |
| Annual return | 52.99% | 48.32%+4.7pp | 35.73%+17.3pp | 28.86%+24.1pp |
| Employer contribution / active EE | $2,332 | $3,032-23.1% | $3,740-37.6% | $2,589-9.9% |
| Participant deferral / active EE | $3,925 | $3,770+4.1% | $4,880-19.6% | $4,291-8.5% |
| Admin fee / account holder | $240 | $2,030-88.2% | $6,735-96.4% | $1,588-84.9% |